Product Catalog and Proposal Tools
L
Lory Niculae
Inside the CRM we need a product catalog and a products tool. THis is very urgent for customers to use the CRM.
Log In
Rylan Morris - Vendasta
Hi Lory! Thanks so much for sharing this feedback! We want to make sure that feature requests like yours are actionable and visible, and having more context will help us better understand what you are looking for.
Could you share more details on what you envision for the product catalog and proposal tools within the CRM? For example, in some CRMs like HubSpot or Zoho CRM, a product catalog often includes:
- A structured list of products or services with SKUs, descriptions, and pricing.
- The ability to quickly add products from the catalog into deals, quotes, or invoices.
- Tools to generate proposals or quotes directly from the CRM, with customizable templates.
Are you asking for something similar, such as a product library that ties into opportunities or deals, and a built-in proposal generator? Or are you thinking of something more extensive, like automated proposal workflows with client-facing templates?
By giving us more specifics, we can better explore your request and communicate how it fits into our roadmap. Even initial details on your pain points would help us take action on this.